Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,475 | $135,645-93.0% | $110,243-91.4% | $135,379-93.0% |
| Participation rate | 84.6% | 83.5%+1.2pp | 79.8%+4.8pp | 82.6%+2.0pp |
| Annual return | -13.33% | 513.24%-526.6pp | 314.76%-328.1pp | 519.79%-533.1pp |
| Employer contribution / active EE | $1,648 | $4,907-66.4% | $3,827-56.9% | $4,779-65.5% |
| Participant deferral / active EE | $2,662 | $5,507-51.7% | $4,672-43.0% | $5,609-52.5% |
| Admin fee / account holder | $322 | $11,458-97.2% | $8,548-96.2% | $10,828-97.0% |